Today’s guest is Jon Whaley, or as he’s known to business owners in Houston, Jonyprofit. In addition to being an entrepreneur, Jon is an instructor and executive coach for the Goldman Sachs 10,000 Small Business program. He shares his thoughts on small business planning, finding your “why,” and how to chart a course in your business both personally and professionally. We hear about the process Jon goes through with customers when planning for their business and his experience in asking successful people for mentorship.

01:34 – How Jon approaches strategic planning and new year planning.

The relationship of personal and business growth.

Jon’s goal for 2019 of his organization becoming the market research and business development arm for small businesses.

04:18 – How small business owners can realize their financial goals.

Small business owners’ tendency to create competing goals.

Asking business owners why they chose this path.

6:10 – What business owners answer with when asked what they want.

Individuals being more ego-driven than money-driven.

Ways that business owners mask that they are ego-driven.

The affects on customer satisfaction when a business owner is money-driven.

8:12 – Creating specific goals from vague statements such as “I want to make more money” or “I want to spend more time with my family.”

Narrowing down goals and planning accordingly.

10:17 – Determining what you don’t want to do to achieve your business goals.

The ease of saying what you do and don’t want to do if your back isn’t against the wall.

Getting maximum return on life vs. maximum return on effort.

12:15 – Differences between planning for lifestyle vs. profit.

The twelve questions that Jon asks clients to figure out how to move forward in any type of business, along with examples of how they get answered.

Your 2019 Planning Roadmap

We are in the final stretch of the year, just one more month until the New Year. Have you begun working on your strategy for a successful 2019 yet?

As we enter the fourth quarter of 2018, most business owners are looking forward to ending their year on a high note. I challenge you, whether you are a brand new business owner, or an established business, to take a hard look at your business for 2019 and determine what you want to accomplish.

This guide will show you the process behind planning out a great 2019 that will enable you and your business to thrive.

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